Filed February 5, 2015 (most recent of 3 filings on file)
Total covered: 3 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,432 | $148,978-19.8% | $200,582-40.5% | $84,808+40.8% |
| Participation rate | 91.4% | 84.2%+7.2pp | 86.9%+4.5pp | 68.3%+23.1pp |
| Annual return | 17.67% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,745 | $4,815-43.0% | $6,419-57.2% | $2,631+4.3% |
| Participant deferral / active EE | $3,032 | $7,142-57.6% | $9,331-67.5% | $4,212-28.0% |
| Admin fee / account holder | $1,162 | $13,977-91.7% | $16,305-92.9% | $7,344-84.2% |